Rockville, MD
11400 Rockville Pike, Suite 500 Rockville, MD 20852
MEET the Rockville TEAM
Contact Us
Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.
YOU ARE LEAVING THIS WEBSITE
If you click “I agree to proceed” you will be redirected to an external website.
—
Concord Wealth Partners, LLC
If you are a client of Concord Wealth Partners, LLC (Company) attempting to access your “Client Login Account.” By clicking “I agree to proceed” you are electing to participate in the password-protected access portion of Company internet website. I understand that my participation will allow me to review certain investment-related information accessible from the Company website sourcing from unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until it is canceled in writing. I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
Otherwise, by clicking “I agree to proceed” you are acknowledging that you will be redirected to a third-party website. Such third-party website may not be affiliated in any way with the Company, and no content on the website should be construed as the Company’s approval of or affiliation with the website. If you do not wish to be redirected, please close this window.
YOU ARE LEAVING THIS WEBSITE
If you click “I agree to proceed” you will be redirected to an external website.
—
Concord Wealth Partners, LLC
By clicking “I agree to proceed” you are acknowledging that you will be redirected to a third-party website, Google Reviews. Google Reviews is not affiliated in any way with Concord Wealth Partners, and no content on the website should be construed as the Company’s approval of or affiliation with the website. If you do not wish to be redirected, please close this window.
The testimonials presented on Google Reviews are from current clients, written by the clients, and were solicited by the Concord Custom Wealth Group for presentation on this website. The testimonial parties have NOT been compensated, nor do they receive any direct or indirect benefit in connection with their testimonial. The services and performance may not be the same as those experienced by the testimonial party. No testimonial, ranking, or recognition should be construed as a current or past endorsement of Concord Wealth Partners, Concord Asset Management, or Trainer, Wright & Paterno by any of their clients.
